Employee Empowerment Track

Employee Empowerment Track is designed to help employees gain full confidence and autonomy in managing work-related expenses with ease, clarity, and responsibility using Pleo. This learning path focuses on turning every team member into an informed, empowered user of modern expense solutions. It begins by introducing employees to the concept of responsible spending and the shift from traditional reimbursement models to real-time, flexible tools that promote speed and transparency. Learners will first get an overview of the Pleo platform, understand its key benefits, and discover how it’s revolutionizing the way businesses handle spending — putting trust in the hands of their people. The first module walks users through setting up their Pleo profiles, activating their cards, and learning where and how they can use them. Whether paying for a business lunch, booking a trip, or purchasing tools and subscriptions, employees will learn how to use Pleo confidently and within policy.

Employees are guided on how to capture receipts instantly, add notes, categorize expenses properly, and submit them for approval in seconds — all within the mobile app or desktop platform. Real-life examples and role-based scenarios are included to help users understand not just how to perform tasks, but why these practices matter in supporting their team’s financial health and company-wide transparency. This course strongly emphasizes ownership and accountability, helping employees see themselves as a vital part of the organization’s financial ecosystem. Learners are also introduced to spending policies in a clear, friendly way — no fine print or confusing rules, just straightforward guidance on what’s allowed, what’s not, and how to ask questions or request exceptions when needed.

As the learning path progresses, it covers features like setting spending limits, handling reimbursements for out-of-pocket expenses, managing subscriptions, and making international payments — all while staying compliant and informed. Employees will learn the importance of tagging expenses correctly for departments, projects, or clients, and how this small habit contributes to big-picture insights that support smarter decision-making. The learning modules include videos, guided walkthroughs, quizzes, and helpful tips from other empowered employees across different industries who share their experiences and best practices. There's also a segment on what to do when things go wrong — lost receipts, mistaken purchases, card issues — and how to resolve them quickly through Pleo's intuitive help features and support team.

In addition to technical skills, this track encourages a mindset shift: helping employees embrace the freedom to act while understanding the importance of alignment with company values and policies. The course shows how expense autonomy can reduce stress, increase speed, and create a sense of trust between employees and management. Optional modules include how to provide feedback to the finance team, request policy updates, and champion the use of modern tools within their department. By the end of the journey, learners will not only be proficient in using Pleo but also feel more connected to the company’s culture of empowerment, responsibility, and innovation. They’ll earn a digital badge or certificate to celebrate their completion — which can be shared on professional platforms or used internally to acknowledge their upskilling. The Employee Empowerment Track transforms everyday spenders into confident, responsible ambassadors of a smarter way to work. It supports personal development, simplifies daily tasks, and builds a sense of ownership and pride in contributing to the